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Ranked On: 28 March 2024
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Ps… | - | |
96.50% | 44.92% | % | % | % | 99.31% | 47.21% | % | % | % | 19.65% | -11.13% | -14.39% | -0.94% | 0.94 | 1.05 | 1.58 |
Invesco India Psu Equity… | - | |
87.93% | 39.77% | 28.37% | 17.61% | 19.77% | 90.45% | 41.71% | 30.03% | 19.25% | 21.53% | 17.92% | -10.91% | -16.99% | -0.63% | 0.82 | 0.90 | 1.48 |
Sbi Psu Fund | - | |
96.06% | 42.62% | 25.55% | 14.42% | 14.91% | 98.27% | 44.17% | 26.71% | 15.45% | 15.79% | 20.35% | -9.88% | -20.81% | -4.06% | 0.95 | 0.86 | 1.40 |
Return Calculated On: 03 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 23580.0 | 18235.96 | 109576.8 | 75635.82 | ||||||||
Invesco India Psu Equity Fund | 22551.6 | 17656.18 | 98287.2 | 71241.55 | 209184.0 | 151051.2 | 261475.2 | 231908.04 | 728688.0 | 389710.32 | ||
SBI Psu Fund | 23527.2 | 18313.63 | 104425.2 | 75041.68 | 187164.0 | 157112.28 | 215611.2 | 226383.02 | 481800.0 | 347055.36 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Psu Equity Fund | 23917.2 | 18388.12 | 114850.8 | 77570.42 | ||||||||
Invesco India Psu Equity Fund | 22854.0 | 17792.44 | 102456.0 | 72939.89 | 223002.0 | 157208.82 | 288078.0 | 244879.57 | 843588.0 | 423634.44 | ||
SBI Psu Fund | 23792.4 | 18437.88 | 107874.0 | 76487.8 | 195942.0 | 161911.56 | 229664.4 | 235060.39 | 519888.0 | 364466.16 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
-14.39 | -11.13 | -3.74 | 19.65 | 12.86 |
Invesco India Psu Equity Fund |
-16.99 | -10.91 | -4.46 | 17.92 | 12.29 |
Sbi Psu Fund |
-20.81 | -9.88 | -4.93 | 20.35 | 13.58 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
1.58
|
1.05
|
1.92
|
0.40
|
-0.94
|
0.94 |
0.95
|
|
3.13
|
-3.6525
|
Invesco India Psu Equity Fund |
1.48
|
0.90
|
1.72
|
0.39
|
-0.63
|
0.82 |
0.88
|
|
3.01
|
-8.4070
|
Sbi Psu Fund |
1.40
|
0.86
|
1.91
|
0.38
|
-4.06
|
0.95 |
0.90
|
|
2.89
|
-6.3571
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
0.09%
|
1.08%
|
5.46%
|
8.19%
|
61.67%
|
96.50%
|
44.92%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
0.10%
|
1.75%
|
5.70%
|
12.05%
|
55.28%
|
87.93%
|
39.77%
|
28.37%
|
17.61%
|
19.77%
|
%
|
SBI Psu Fund |
0.03%
|
1.33%
|
7.39%
|
10.09%
|
62.31%
|
96.06%
|
42.62%
|
25.55%
|
14.42%
|
14.91%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
0.08%
|
1.11%
|
5.56%
|
8.53%
|
62.78%
|
99.31%
|
47.21%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
0.10%
|
1.77%
|
5.82%
|
12.41%
|
56.25%
|
90.45%
|
41.71%
|
30.03%
|
19.25%
|
21.53%
|
%
|
SBI Psu Fund |
0.03%
|
1.35%
|
7.50%
|
10.39%
|
63.23%
|
98.27%
|
44.17%
|
26.71%
|
15.45%
|
15.79%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
108.25%
|
54.68%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
97.31%
|
49.75%
|
37.95%
|
28.56%
|
22.28%
|
%
|
SBI Psu Fund |
109.73%
|
54.03%
|
39.66%
|
27.87%
|
20.14%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Psu Equity Fund |
111.15%
|
56.79%
|
%
|
%
|
%
|
%
|
Invesco India Psu Equity Fund |
99.87%
|
51.68%
|
39.68%
|
30.11%
|
23.83%
|
%
|
SBI Psu Fund |
112.10%
|
55.62%
|
40.97%
|
28.94%
|
21.05%
|
%
|